Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 181 - 190 of 273 results for "Aspiration"

Paradigm appoints head of operations

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
Paradigm Group has appointed a new head of operations. Carsten Zuber joins Paradigm from Industry Fund Services, where he was the group's project manager. Prior to that, he was manager, wealth protection, then advice manager, at QInvest. Commenting ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group. Priority Advice Group (PAG), located in Chatswood, was founded in 1987 by Russel Marx and Alan Krowitz. Its leadership team, including managing director Larry Fingleson ...

Accountants should beware AFSL traps

ALEX BURKE  |  MONDAY, 4 APR 2016
Accountants should be careful in choosing the right licensee if they want to continue providing SMSF advice from July 1, according to Connect Financial Service Brokers chief executive Paul Tynan. Tynan noted that existing business models and succession ...

Quant hedge fund arrives down under

DARREN SNYDER  |  MONDAY, 21 MAR 2016
Launching in Australia this week is a crowd-sourced quantitative hedge fund that was originally conceived as a way to "hack Wall Street". US-based Quantopian is an investment firm that provides an open platform where anyone can research, back test and ...

AIA revamps digital strategy

MARK SMITH  |  MONDAY, 15 FEB 2016
AIA Australia hopes to change the way people engage with life insurance by personalising products and focusing on storytelling. Following an extensive review of the company's digital presence by global design and strategy firm Frog, AIA Australia plans ...

$1m does not make you rich, Australians say

MARK SMITH  |  MONDAY, 15 FEB 2016
A fifth of those with a household income of $200,000 are living pay-cheque to pay-cheque and having $1 million does not make you rich. Those were two of the many striking perceptions to come out of a new survey from MLC aimed at providing advisers and ...

Fiducian acquires practice, launches impact fund

LAURA MILLAN  |  TUESDAY, 3 NOV 2015
Fiducian Group will acquire a financial planning business in Tasmania with $55 million in funds under advice. The business will merge with Fiducian's existing operation in Tasmania and will be sold for $1.35 million funded by excess cash. The acquisition ...

Robots can't read your dreams, advice firm warns

LAURA MILLAN  |  WEDNESDAY, 23 SEP 2015
Robo-advice is potentially damaging for the advice sector, as it's hard to replace a human's ability to discuss a client's dreams and aspirations, an advice group has said. Cigna Wealth senior financial adviser Zoe Downs said that recent growth in computer ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... our business over the last financial period has been extremely pleasing and as a business we continue to realise our aspiration of being a highly innovative, and true adviser and client-centric investment provider," Kirk said. He continued, "Our service ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
Four senior executives and financial planners from Macquarie Private Wealth (MPW) have left the group to start their own non-aligned boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth ...